vs
Insulet Corporation（PODD）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是Insulet Corporation的1.8倍（$1.4B vs $783.7M），Insulet Corporation净利率更高（13.0% vs -22.3%，领先35.3%），罗布乐思同比增速更快（43.2% vs 31.2%），罗布乐思自由现金流更多（$308.6M vs $48.2M），过去两年Insulet Corporation的营收复合增速更高（33.2% vs 32.9%）
Insulet Corporation是深耕糖尿病治疗领域的医疗器械企业，核心产品为胰岛素泵，通过持续皮下输注胰岛素的疗法为患者给药。其产品通常由泵主体、一次性胰岛素储药仓，以及包含皮下植入套管和连接管路的一次性输注套件构成，满足不同患者的治疗需求。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
PODD vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.8倍
$783.7M
营收增速更快
RBLX
高出12.0%
31.2%
净利率更高
PODD
高出35.3%
-22.3%
自由现金流更多
RBLX
多$260.4M
$48.2M
两年增速更快
PODD
近两年复合增速
32.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $1.4B |
| 净利润 | $101.6M | $-316.0M |
| 毛利率 | 72.6% | 77.7% |
| 营业利润率 | 18.7% | -25.3% |
| 净利率 | 13.0% | -22.3% |
| 营收同比 | 31.2% | 43.2% |
| 净利润同比 | 0.9% | -43.9% |
| 每股收益（稀释后） | $1.42 | $-0.44 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收PODDRBLX
| Q4 25 | $783.7M | $1.4B | ||
| Q3 25 | $706.3M | $1.4B | ||
| Q2 25 | $649.1M | $1.1B | ||
| Q1 25 | $569.0M | $1.0B | ||
| Q4 24 | $597.5M | $988.2M | ||
| Q3 24 | $543.9M | $919.0M | ||
| Q2 24 | $488.5M | $893.5M | ||
| Q1 24 | $441.7M | $801.3M |
净利润PODDRBLX
| Q4 25 | $101.6M | $-316.0M | ||
| Q3 25 | $87.6M | $-255.6M | ||
| Q2 25 | $22.5M | $-278.4M | ||
| Q1 25 | $35.4M | $-215.1M | ||
| Q4 24 | $100.7M | $-219.6M | ||
| Q3 24 | $77.5M | $-239.3M | ||
| Q2 24 | $188.6M | $-205.9M | ||
| Q1 24 | $51.5M | $-270.6M |
毛利率PODDRBLX
| Q4 25 | 72.6% | 77.7% | ||
| Q3 25 | 72.2% | 78.2% | ||
| Q2 25 | 69.7% | 78.2% | ||
| Q1 25 | 71.9% | 78.3% | ||
| Q4 24 | 72.1% | 77.9% | ||
| Q3 24 | 69.3% | 77.7% | ||
| Q2 24 | 67.7% | 77.8% | ||
| Q1 24 | 69.5% | 77.7% |
营业利润率PODDRBLX
| Q4 25 | 18.7% | -25.3% | ||
| Q3 25 | 16.7% | -21.8% | ||
| Q2 25 | 18.7% | -29.8% | ||
| Q1 25 | 15.6% | -24.6% | ||
| Q4 24 | 18.3% | -24.7% | ||
| Q3 24 | 16.2% | -30.4% | ||
| Q2 24 | 11.2% | -26.6% | ||
| Q1 24 | 12.9% | -37.7% |
净利率PODDRBLX
| Q4 25 | 13.0% | -22.3% | ||
| Q3 25 | 12.4% | -18.8% | ||
| Q2 25 | 3.5% | -25.8% | ||
| Q1 25 | 6.2% | -20.8% | ||
| Q4 24 | 16.9% | -22.2% | ||
| Q3 24 | 14.2% | -26.0% | ||
| Q2 24 | 38.6% | -23.0% | ||
| Q1 24 | 11.7% | -33.8% |
每股收益（稀释后）PODDRBLX
| Q4 25 | $1.42 | $-0.44 | ||
| Q3 25 | $1.24 | $-0.37 | ||
| Q2 25 | $0.32 | $-0.41 | ||
| Q1 25 | $0.50 | $-0.32 | ||
| Q4 24 | $1.38 | $-0.32 | ||
| Q3 24 | $1.08 | $-0.37 | ||
| Q2 24 | $2.59 | $-0.32 | ||
| Q1 24 | $0.73 | $-0.43 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $3.1B |
| 总债务越低越好 | $930.8M | $1.2B |
| 股东权益账面价值 | $1.5B | $394.5M |
| 总资产 | $3.2B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.61× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资PODDRBLX
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.4B |
总债务PODDRBLX
| Q4 25 | $930.8M | $1.2B | ||
| Q3 25 | $934.9M | — | ||
| Q2 25 | $939.0M | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
股东权益PODDRBLX
| Q4 25 | $1.5B | $394.5M | ||
| Q3 25 | $1.4B | $407.6M | ||
| Q2 25 | $1.5B | $353.2M | ||
| Q1 25 | $1.3B | $310.7M | ||
| Q4 24 | $1.2B | $221.4M | ||
| Q3 24 | $1.1B | $189.9M | ||
| Q2 24 | $998.4M | $121.5M | ||
| Q1 24 | $790.7M | $71.6M |
总资产PODDRBLX
| Q4 25 | $3.2B | $9.6B | ||
| Q3 25 | $3.0B | $8.6B | ||
| Q2 25 | $3.5B | $7.8B | ||
| Q1 25 | $3.5B | $7.5B | ||
| Q4 24 | $3.1B | $7.2B | ||
| Q3 24 | $3.0B | $6.7B | ||
| Q2 24 | $2.9B | $6.5B | ||
| Q1 24 | $2.6B | $6.3B |
负债/权益比PODDRBLX
| Q4 25 | 0.61× | 2.98× | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.64× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 1.07× | 5.48× | ||
| Q3 24 | 1.21× | — | ||
| Q2 24 | 1.36× | — | ||
| Q1 24 | 1.72× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $183.3M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $308.6M |
| 自由现金流率自由现金流/营收 | 6.2% | 21.8% |
| 资本支出强度资本支出/营收 | 17.2% | 21.1% |
| 现金转化率经营现金流/净利润 | 1.80× | — |
| 过去12个月自由现金流最近4个季度 | $377.7M | $1.4B |
8季度趋势，按日历期对齐
经营现金流PODDRBLX
| Q4 25 | $183.3M | $607.0M | ||
| Q3 25 | $125.7M | $546.2M | ||
| Q2 25 | $196.5M | $199.3M | ||
| Q1 25 | $63.8M | $443.9M | ||
| Q4 24 | $147.7M | $184.5M | ||
| Q3 24 | $98.5M | $247.4M | ||
| Q2 24 | $96.5M | $151.4M | ||
| Q1 24 | $87.6M | $238.9M |
自由现金流PODDRBLX
| Q4 25 | $48.2M | $308.6M | ||
| Q3 25 | $100.1M | $443.6M | ||
| Q2 25 | $177.9M | $176.7M | ||
| Q1 25 | $51.5M | $426.5M | ||
| Q4 24 | $94.1M | $120.6M | ||
| Q3 24 | $71.8M | $218.0M | ||
| Q2 24 | $74.0M | $111.7M | ||
| Q1 24 | $65.5M | $192.3M |
自由现金流率PODDRBLX
| Q4 25 | 6.2% | 21.8% | ||
| Q3 25 | 14.2% | 32.6% | ||
| Q2 25 | 27.4% | 16.3% | ||
| Q1 25 | 9.1% | 41.2% | ||
| Q4 24 | 15.7% | 12.2% | ||
| Q3 24 | 13.2% | 23.7% | ||
| Q2 24 | 15.1% | 12.5% | ||
| Q1 24 | 14.8% | 24.0% |
资本支出强度PODDRBLX
| Q4 25 | 17.2% | 21.1% | ||
| Q3 25 | 3.6% | 7.5% | ||
| Q2 25 | 2.9% | 2.1% | ||
| Q1 25 | 2.2% | 1.7% | ||
| Q4 24 | 9.0% | 6.5% | ||
| Q3 24 | 4.9% | 3.2% | ||
| Q2 24 | 4.6% | 4.4% | ||
| Q1 24 | 5.0% | 5.8% |
现金转化率PODDRBLX
| Q4 25 | 1.80× | — | ||
| Q3 25 | 1.43× | — | ||
| Q2 25 | 8.73× | — | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 0.51× | — | ||
| Q1 24 | 1.70× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
RBLX
暂无分部数据
